Fidelity International assistant portfolio manager Charlotte Harington talks to Julian Marr about US equity market drivers, US-China trade tensions and the prospects for the dollar and monetary policy.
This short video interview addresses the following questions: * We keep hitting all-time highs in US equity markets yet bonds are pricing in a lot more pessimism. What is driving this and do you think its sustainable for long? * We cannot avoid mentioning trade tensions between the US and China - do you think we are likely to see a resolution to this situation any time soon? * There has been plenty of focus this year on the US dollar weakening and a dovish Federal Reserve - do you share the wider market's concerns around the dollar?
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